Feature Request: Add Caller to Lead Inbox (+ note / activity syncing with contact page)

Tim McNamara_22463
Tim McNamara_22463 Posts: 1
edited July 2022 in Ideas and Product Feedback #1

We would love to be able to use the caller directly from the lead inbox flyout after clicking on a lead. Right now you need to click on the contact and go to the contact page. And Because our team saves notes and activities in the contact page, that data is not syncing up in the lead inbox. 

So the more functionality in the lead inbox- the better. 

Thanks!




 

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  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
    2500 Comments Third Anniversary 5 Likes First Answer
    edited April 2021 #2

    Thank you @Tim McNamara , we sent your feedback internally and I can see our team has noted it down! 

    Expect more improvements to the Leads Inbox along this year, keep your eyes peeled. This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
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    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
  • Julie Issell
    Julie Issell Posts: 3
    edited April 2021 #3

    Thanks @Tim McNamara, I agree with your suggestion as this is a problem for us too.  As there is currently no function to make calls from the Leads page, we are forced to make them through the Activities section, and alas our notes that we make in this section does not sync back to Leads.  Quite frustrating, but we will look forward to the new rollout that incorporates all of these requirements.  

  • Rocco Freed
    Rocco Freed Posts: 1
    edited March 2022 #4

    This would be IDEAL!!!

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